Hudson Bay Capital Management’s Electronic Arts EA Stock Holding History

Hudson Bay Capital Management’s Portfolio EA Stock Details EA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-657,000	Closed	-$134M	–	1440
2026 Q1	$134M	Buy	+657,000	New	+$133M	0.46%	44
2025 Q4	–	Sell	-59,400	Closed	-$12M	–	1283
2025 Q3	$12M	Buy	+59,400	New	+$9.83M	0.04%	318
2019 Q1	–	Sell	-30,000	Closed	-$2.37M	–	750
2018 Q4	$2.37M	Sell	30,000 -17,000	-36%	-$1.56M	0.03%	472
2018 Q3	$5.66M	Buy	47,000 +12,000	+34%	+$1.55M	0.07%	255
2018 Q2	$4.94M	Sell	35,000 -93,400	-73%	-$12.1M	0.07%	284
2018 Q1	$15.6M	Buy	+128,400	New	+$15.6M	0.32%	49
2017 Q2	–	Sell	-25,000	Closed	-$2.24M	–	602
2017 Q1	$2.24M	Buy	+25,000	New	+$2.13M	0.03%	437

Other funds holding EA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Hudson Bay Capital Management's EA Position: Q2 2026 in Review

Hudson Bay Capital Management increased its Electronic Arts (EA) stake by 24% in Q2 2026, buying an estimated $34.8M and bringing the position to 900,734 shares worth $185M. The position accounts for 0.5% of the portfolio, ranked #41.

Hudson Bay Capital Management first reported a position in EA in Q1 2018 and has held it in 16 quarters since. 1,010 funds tracked by Wall St. Rank hold EA as of Q2 2026.

Hudson Bay Capital Management held 900,734 shares of Electronic Arts worth $185M as of Q2 2026.
Hudson Bay Capital Management bought 172,047 Electronic Arts shares in Q2 2026, an estimated $34.8M.
Electronic Arts made up 0.5% of Hudson Bay Capital Management's portfolio in Q2 2026, its #41 holding.
Hudson Bay Capital Management first reported a position in Electronic Arts in Q1 2018 and has held it in 16 quarters since.
1,010 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.